Profile

Financial Advisor / Wealth Management

Finance

B2B Fractional Accelerator

B2B Member

Kenny started his career in 2016 at Morgan Stanley. Four years later, he transitioned with the rest of his team to RBC Wealth Management. Kenny is a Certified Exit Planning Advisor (CEPA®), developing tailored exit plans for entrepreneurs through implementing wealth management processes and collaborating with other members of your exit team. Kenny also utilizes RBC’s investment banking platform to help entrepreneurs find partners to explore merger and acquisition opportunities
and/or raise capital.

In addition, Kenny volunteers his time at Silver Hill Hospital in New Canaan,
Connecticut, where he serves as an emeritus member of the advisory council. He lives in
Greenwich, Connecticut, with his wife and two children, Teddy and Charlotte, along with their dog and
two cats.

RBC Wealth Management

First Vice President, Financial Advisor

285 Riverside Avenue, St 330

Westport

Connecticut

06880

We put entrepreneurs in their own unique category because they are creators. They take an idea and turn it into a reality. We understand there is great responsibility in assisting with your business - something that is an extension of you. As entrepreneurs ourselves, we appreciate the complexities of owning and operating a business.

Wealth management for entrepreneurs requires a deep understanding of not only the financial aspect of a business, but for the personal side as well. Our customized wealth planning strategies allow us to effectively serve entrepreneurs whether they are looking to sell their business, raise capital for a future exit, or discuss investment strategies for presently liquid assets.

* exit planning
* investment advisory
* financial planning
* corporate cash management

private business owners / decision makers

N/A

$15-$50M